CONTACT
Let's talk about
where you're headed.
A complimentary 30-minute introductory call, with no obligation. We'll walk through your goals and outline how a fee-only relationship would work.
- CALL
- (617) 555-0142
- hello@meridianwealthpartners.com
- OFFICE
- 225 Franklin Street, Suite 1800, Boston, MA 02110
- OFFICE HOURS
- Mon – Thu8:30 AM – 5:30 PMFriday8:30 AM – 3:00 PMSat – SunClosed
WHAT HAPPENS NEXT
From submission to a scheduled call
Submit the form
Tell us a bit about your goals — no account statements or documents needed yet.
An advisor reviews
The right advisor for your situation reads your submission personally, usually within a few hours.
We schedule a call
You'll get an email to confirm a 30-minute introductory call, free of charge.
FAQ
Is the introductory call really free?
Yes — the first 30-minute call is complimentary, whether or not you become a client afterward.
Is there a minimum asset requirement?
Most ongoing clients have $500K+ in investable assets, but we're happy to have an initial conversation regardless — we'll tell you honestly if we're not the right fit.
What should I bring to the call?
Nothing is required. If you have recent account statements handy, they can help, but they aren't necessary to get started.